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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,647 | $175,231-93.4% | $149,696-92.2% | $139,466-91.6% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 0.81% | 166.77%-166.0pp | 134.46%-133.6pp | 373.66%-372.9pp |
| Employer contribution / active EE | $3,850 | $5,478-29.7% | $4,821-20.1% | $4,754-19.0% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $9,946 | $16,155-38.4% | $13,212-24.7% | $11,409-12.8% |